Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DONALDSON Co INCDCI · Entity 8785 | President | March 17, 2025 | March 18, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DONALDSON Co INC
Report date March 17, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,834 |
Reported balance
After 2025-03-17 transaction · row 2
1 source rowRow 2 · 2025-03-17 · Exercise / conversion · Acquired 28,500 · Balance 56,834 |
| Common StockSEC Table I · non-derivative | Direct | 28,334 |
Reported balance
After 2025-03-17 transaction · row 3
1 source rowRow 3 · 2025-03-17 · Sale · Disposed 28,500 · Balance 28,334 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.72 · Expires 2026-12-16 | Direct | 0 |
Reported balance
After 2025-03-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-03-17 · Exercise / conversion · Disposed 28,500 · Balance 0 F1: Fully vested |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan Trust | 103 |
Reported balance
Holding disclosure · report date 2025-03-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 103 |
Filing footnotes · ownership attribution and instrument terms
F1: Fully vested
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 27, 2018 Filed Dec 28, 2018 16:50 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 16.919 | $41.83 | $707.72 |
DisclosureSEC source: 0001615216-18-000122 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 2,368 Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 17:07 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 15.226 | $46.48 | $707.70 |
DisclosureSEC source: 0001615216-18-000118 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 2,341 Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 16:36 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 13.13 | $53.90 | $707.71 |
DisclosureSEC source: 0001615216-18-000112 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 2,326 Read SEC document |
| November 25, 2018 Filed Nov 29, 2018 21:25 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 918 | $53.70 | $49,296.60 |
DisclosureSEC source: 0001615216-18-000114 · edgar.xml · nonDerivative · entry 3 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,535 Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 17:14 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 13.002 | $54.43 | $707.70 |
DisclosureSEC source: 0001615216-18-000108 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 2,312 Read SEC document |
| October 30, 2018 Filed Oct 31, 2018 20:06 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 13.952 | $50.72 | $707.65 |
DisclosureSEC source: 0001615216-18-000104 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 2,299 Read SEC document |
| October 16, 2018 Filed Oct 18, 2018 13:00 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 13.248 | $53.42 | $707.71 |
DisclosureSEC source: 0001615216-18-000099 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 2,285 Read SEC document |
| October 09, 2018 Filed Oct 10, 2018 19:28 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 294.669 | $56.71 | $16,710.68 |
DisclosureSEC source: 0001615216-18-000095 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 2,272 Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 16:29 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 11.659 | $58.06 | $676.92 |
DisclosureSEC source: 0001615216-18-000090 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,978 Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 18:40 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 30,800 | $0.00 Strike: $59.18 | $0.00 |
DisclosureSEC source: 0001615216-18-000084 · edgar.xml · derivative · entry 5 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,800 Underlying: Common Stock · 30,800 shares Expires 2028-09-21 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on September 21, 2019. Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 18:40 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 1,860 | $59.18 | $110,074.80 |
DisclosureSEC source: 0001615216-18-000084 · edgar.xml · nonDerivative · entry 4 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,453 Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 18:40 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 6,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001615216-18-000084 · edgar.xml · nonDerivative · entry 3 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,313 Read SEC document |
| September 18, 2018 Filed Sep 19, 2018 20:10 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 11.564 | $58.54 | $676.96 |
DisclosureSEC source: 0001615216-18-000076 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,966 Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 15:43 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 13.439 | $50.37 | $676.92 |
DisclosureSEC source: 0001615216-18-000066 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,954 Read SEC document |
| August 21, 2018 Filed Aug 22, 2018 20:29 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 10.313 | $49.23 | $507.71 |
DisclosureSEC source: 0001615216-18-000062 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,934 Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 22:03 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 376.252 | $47.50 | $17,871.97 |
DisclosureSEC source: 0001615216-18-000019 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,908 Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 19:23 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 13.844 | $48.90 | $676.97 |
DisclosureSEC source: 0001615216-17-000088 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,531 Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 15:25 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 12.053 | $48.95 | $589.99 |
DisclosureSEC source: 0001615216-17-000082 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,512 Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 17:26 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 13.914 | $48.65 | $676.92 |
DisclosureSEC source: 0001615216-17-000075 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,500 Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 15:24 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 14.627 | $46.28 | $676.94 |
DisclosureSEC source: 0001615216-17-000069 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,486 Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 14:13 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 14.205 | $47.65 | $676.87 |
DisclosureSEC source: 0001615216-17-000064 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,471 Read SEC document |
| October 18, 2017 Filed Oct 19, 2017 19:46 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 14.387 | $47.05 | $676.91 |
DisclosureSEC source: 0001615216-17-000059 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,457 Read SEC document |
| October 11, 2017 Filed Oct 12, 2017 19:19 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 380.665 | $46.11 | $17,552.46 |
DisclosureSEC source: 0001615216-17-000054 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,443 Read SEC document |
| October 04, 2017 Filed Oct 5, 2017 19:45 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 14.514 | $46.64 | $676.93 |
DisclosureSEC source: 0001615216-17-000050 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,062 Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 17:59 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmplyee Stock Option (right to buy) · Derivative | 25,800 | $0.00 Strike: $45.43 | $0.00 |
DisclosureSEC source: 0001615216-17-000041 · edgar.xml · derivative · entry 5 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,800 Underlying: Common Stock · 25,800 shares Expires 2027-09-22 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on September 22, 2018. Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 17:59 UTC | DONALDSON Co INC DCI · Entity 8785 | Tax withholdingCommon Stock | 424 | $45.43 | $19,262.32 |
DisclosureSEC source: 0001615216-17-000041 · edgar.xml · nonDerivative · entry 4 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,230 Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 17:59 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 1,260 | $45.43 | $57,241.80 |
DisclosureSEC source: 0001615216-17-000041 · edgar.xml · nonDerivative · entry 3 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,654 Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 17:59 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 14.258 | $45.55 | $649.45 |
DisclosureSEC source: 0001615216-17-000041 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,048 Read SEC document |
| September 06, 2017 Filed Sep 7, 2017 18:42 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 14.03 | $46.29 | $649.45 |
DisclosureSEC source: 0001615216-17-000033 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,033 Read SEC document |
| August 23, 2017 Filed Aug 24, 2017 14:37 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 5.124 | $47.00 | $240.83 |
DisclosureSEC source: 0001615216-17-000031 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,015 Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 17:27 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 15.263 | $42.55 | $649.44 |
DisclosureSEC source: 0001615216-16-000229 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 1,003 Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 16:20 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantEmployee Stock Option (right to buy) · Derivative | 28,500 | $0.00 Strike: $42.72 | $0.00 |
DisclosureSEC source: 0001615216-16-000224 · edgar.xml · derivative · entry 4 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,500 Underlying: Common Stock · 28,500 shares Expires 2026-12-16 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on December 16, 2017. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 15:23 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 14.781 | $43.94 | $649.48 |
DisclosureSEC source: 0001615216-16-000218 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 983 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 20:31 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 16.088 | $40.37 | $649.47 |
DisclosureSEC source: 0001615216-16-000215 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 969 Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 17:15 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 16.1 | $40.34 | $649.47 |
DisclosureSEC source: 0001615216-16-000212 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 952 Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 13:36 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 18.026 | $36.03 | $649.48 |
DisclosureSEC source: 0001615216-16-000209 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 936 Read SEC document |
| October 19, 2016 Filed Oct 20, 2016 16:39 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 17.692 | $36.71 | $649.47 |
DisclosureSEC source: 0001615216-16-000205 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 918 Read SEC document |
| October 12, 2016 Filed Oct 13, 2016 20:04 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 44.087 | $36.42 | $1,605.65 |
DisclosureSEC source: 0001615216-16-000202 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 901 Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 15:35 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 17.016 | $36.35 | $618.53 |
DisclosureSEC source: 0001615216-16-000200 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 857 Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 18:33 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 16.781 | $36.86 | $618.55 |
DisclosureSEC source: 0001615216-16-000194 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 840 Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 13:52 UTC | DONALDSON Co INC DCI · Entity 8785 | GrantCommon Stock | 14.288 | $37.35 | $533.66 |
DisclosureSEC source: 0001615216-16-000189 · edgar.xml · nonDerivative · entry 1 SCALF THOMAS R · CIK 0001603888 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Trust Disclosed balance after: 823 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.